Legacy Advisors, LLC New Holdings in Q3 2025

Legacy Advisors, LLC

  • $683 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
1.47K
New
$265.78 - $299.3 $390K - $439K
1.47K $399K
RTX
Raytheon Technologies Corp

Industrials
2.37K
New
$144.19 - $167.33 $342K - $396K
2.37K $396K
PEG
Public Service Enterprise Group Inc

Utilities
4.74K
New
$79.99 - $90.14 $379K - $427K
4.74K $395K
ICLR
Icon PLC

Healthcare
2.2K
New
$139.63 - $195.01 $307K - $429K
2.2K $385K
DDOG
Datadog, Inc.

Technology
2.6K
New
$124.52 - $155.15 $324K - $403K
2.6K $370K
CRWD
Crowd Strike Holdings, Inc.

Technology
713
New
$412.46 - $514.1 $294K - $367K
713 $349K
MS
Morgan Stanley

Financial Services
2.18K
New
$139.09 - $161.16 $304K - $352K
2.18K $347K
MCO
Moodys Corp

Financial Services
730
New
$472.69 - $521.32 $345K - $381K
730 $347K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.83K
New
$181.56 - $190.33 $333K - $349K
1.83K $347K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.1K
New
$24.46 - $26.5 $321K - $348K
13.1K $345K
AMD
Advanced Micro Devices Inc

Technology
2.11K
New
$134.8 - $184.42 $284K - $389K
2.11K $341K
KO
Coca Cola CO

Consumer Defensive
5.16K
New
$65.67 - $71.67 $339K - $370K
5.16K $341K
CPRT
Copart Inc

Consumer Cyclical
7.55K
New
$44.6 - $49.97 $337K - $377K
7.55K $339K
CSCO
Cisco Systems, Inc.

Technology
4.87K
New
$66.2 - $71.79 $323K - $350K
4.87K $333K
KKR
Kkr & Co. Inc.

Financial Services
2.54K
New
$129.95 - $152.16 $330K - $387K
2.54K $330K
IYM
Ishares Tr

ETFs
2.17K
New
$138.95 - $150.69 $302K - $327K
2.17K $321K
PANW
Palo Alto Networks Inc

Technology
1.57K
New
$167.06 - $208.19 $263K - $327K
1.57K $320K
BMY
Bristol Myers Squibb CO

Healthcare
7.03K
New
$43.31 - $48.98 $304K - $344K
7.03K $316K
VRSK
Verisk Analytics, Inc.

Industrials
1.25K
New
$242.3 - $312.95 $302K - $390K
1.25K $313K
WDAY
Workday, Inc.

Technology
1.29K
New
$213.69 - $247.69 $275K - $318K
1.29K $309K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
704
New
$393.18 - $439.39 $277K - $309K
704 $306K
PPL
Ppl Corp

Utilities
8.14K
New
$33.54 - $37.24 $273K - $303K
8.14K $302K
GM
General Motors CO

Consumer Cyclical
4.93K
New
$48.89 - $61.24 $241K - $302K
4.93K $300K
INTU
Intuit Inc

Technology
435
New
$646.03 - $807.39 $281K - $351K
435 $297K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
9.29K
New
N/A
9.29K $292K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.15K
New
$131.78 - $176.09 $283K - $379K
2.15K $289K
VZ
Verizon Communications Inc

Communication Services
6.53K
New
$40.84 - $45.06 $267K - $294K
6.53K $286K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.41K
New
$60.01 - $65.01 $264K - $286K
4.41K $286K
IXN
Ishares Global Information Tec

ETFs
2.7K
New
$91.28 - $103.32 $246K - $279K
2.7K $278K
DVY
Ishares Tr

ETFs
1.92K
New
$133.88 - $142.57 $258K - $274K
1.92K $273K
KLAC
Kla Corp

Technology
254
New
$843.9 - $1078.6 $214K - $274K
254 $273K
G
Genpact LTD

Technology
6.5K
New
$41.06 - $46.13 $267K - $300K
6.5K $272K
IWV
Ishares Russell 3000 ETF

ETFs
703
New
$351.04 - $379.81 $247K - $267K
703 $266K
MTB
M&T Bank Corp

Financial Services
1.35K
New
$183.74 - $204.05 $248K - $275K
1.35K $266K
CME
Cme Group Inc.

Financial Services
978
New
$258.83 - $287.1 $253K - $281K
978 $264K
VFH
Vanguard Financial ETF

ETFs
2.01K
New
$125.23 - $132.78 $251K - $266K
2.01K $263K
VFC
V F Corp

Consumer Cyclical
18.1K
New
$11.66 - $15.56 $211K - $281K
18.1K $260K
CEG
Constellation Energy Corp

Utilities
784
New
$298.82 - $354.89 $234K - $278K
784 $257K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
5K
New
$49.05 - $50.22 $245K - $251K
5K $249K
CVS
Cvs Health Corp

Healthcare
3.3K
New
$58.75 - $76.5 $194K - $252K
3.3K $248K
QCOM
Qualcomm Inc

Technology
1.49K
New
$145.84 - $173.55 $217K - $258K
1.49K $247K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
6.01K
New
$37.04 - $40.86 $222K - $245K
6.01K $244K
VNQ
Vanguard Specialized Funds Van

ETFs
2.65K
New
$88.47 - $93.24 $234K - $247K
2.65K $241K
IWS
Ishares Russell Midcap Value E

ETFs
1.68K
New
$132.83 - $140.61 $223K - $236K
1.68K $234K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
727
New
$284.45 - $324.95 $207K - $236K
727 $232K
NCNO
N Cino, Inc.

Technology
8.43K
New
$26.19 - $32.69 $221K - $276K
8.43K $228K
SHOP
Shopify Inc.

Technology
1.53K
New
$112.11 - $157.12 $172K - $241K
1.53K $227K
TXN
Texas Instruments Inc

Technology
1.16K
New
N/A
1.16K $226K
VBR
Vanguard Small Cap Value ETF

ETFs
1.09K
New
$195.41 - $212.37 $212K - $230K
1.09K $226K
Activity Summary
Buys All Purchases 250 New Holdings 232 Increased Positions 18 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email